Leading the Benefits Administration Industry in Meaningful AI Integration

PlanSource is at the forefront of meaningfully integrating Artificial Intelligence (AI) to improve the benefits administration experience. Our AI-powered solutions drive automation and insight for HR teams while creating more confident and engaged employees.

Features & Usage

Virtual Assistant for Employees & HR Teams

Our virtual assistant is available 24/7 to help HR teams expedite workflows and support employees in navigating and engaging with their benefits. Whether it’s during open enrollment or throughout the year, our assistant is always ready to answer questions, freeing up valuable time for HR teams and employees alike.

Generative AI Communications

Creating impactful and targeted employee communications is quick and easy with our GenAI-powered employee communications solution. HR teams simply indicate the objective, tone, length, and language, and it does the rest.

AI-Generated Insights

Want to gain real-time and actionable insights about your employees? Our AI-generated reporting capabilities provide you with visual dashboards and summaries that help you inform your overall benefits strategy, better support your people, and improve employee outcomes.

Dependent Verification

Ineligible dependents cost businesses millions of dollars in annual health plan expenses. Our dependent verification solution uses AI-powered technology like advanced image recognition to track and verify dependents in a fraction of the time, driving significant cost savings and team efficiency.

Guided Implementation & Configuration

We use automated tools to simplify the implementation, configuration, and testing processes to ensure we’re delivering the highest quality solutions and data accuracy to meet the specific needs of each client, no matter how complex.

The Value of AI at PlanSource

Save Time

• Greater efficiency with automated workflows
• More employee self-service and fewer questions escalated to HR
• Minimal time spent composing, editing, and segmenting messages
• No manual eligibility verification required by your HR team

Reduce Costs

• Reduced spend on ineligible dependents and suboptimal plan selection
• Increased insight into real-time population trends to better tailor benefits portfolio

Improve Outcomes

• Higher employee satisfaction
• Greater engagement with more relevant and actionable employee communications
• Minimized risk and exposure to ERISA, Sarbanes-Oxley, and other regulations